Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
There is no additional fee charged for the nondiscretionary investment advice and recommendations, except for financial planning services. Financial planning services are provided for a subscription fee of $385 annually or $35 monthly. A minimum of $5,000 is required to initially invest in SimpleInvest, and a balance of at least $1,000 must be maintained in each account.
Areas of Practice
Advisor Information
Office location
711 High St, Des Moines, IA, 50392
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Eric VanderleekRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eric is an Investment Adviser Representative and AVP at Principal Bank, dedicating full-time hours to both roles. His responsibilities include providing investment advice and overseeing the sales of bank deposit products.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC. Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLC Broker
Wells Fargo Clearing Services, LLC Broker
E*trade Securities LLCBroker
Harrisdirect LLC
Harrisdirect LLCBroker
Auerbach, Pollak & Richardson INC.Broker
Investors Associates, INC.Broker
State Registrations14 states
Exams